Wealth Management Associate — Private Banker
A leading financial services firm in the U.S. seeks a Private Banker Associate. This role involves supporting a Senior Banker with client acquisition, retention, and overall wealth management. Responsibilities include daily client management and sales support for investments and banking solutions. Required qualifications include a Bachelor’s degree and Series 7 & 66 licenses. Ideal candidates should possess sales experience, excellent communication skills, and the ability to manage priorities. This position offers a unique opportunity to enhance client experiences. #J-18808-Ljbffr
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